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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,049 | $124,175-83.9% | $108,405-81.5% | $167,553-88.0% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 19.30% | 1380.13%-1360.8pp | 905.55%-886.2pp | 478.89%-459.6pp |
| Employer contribution / active EE | $1,341 | $4,188-68.0% | $3,559-62.3% | $4,840-72.3% |
| Participant deferral / active EE | $1,087 | $6,908-84.3% | $6,563-83.4% | $6,343-82.9% |
| Admin fee / account holder | $73 | $9,457-99.2% | $7,297-99.0% | $12,316-99.4% |